JDVWX Mutual Fund

JDVWX Mutual Fund

NAV$30.31
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.41%
3 Months
+16.08%
6 Months
+18.19%
YTD
+16.82%
1 Year
+30.29%
3 Years (annualized)
+20.62%
5 Years (annualized)
+13.44%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+9.49%
vs Peers
+7.33%

JDVWX Mutual Fund Performance

JDVWX performance across multiple time periods: 1-month 2.41%, YTD 16.82%, 1-year 30.29%, 3-year 20.62%, 5-year 13.44%, 10-year 13.24%.

JDVWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JDVWX performance comparison shows side-by-side returns with another fund. JDVWX alternatives are available in the Mutual Fund Screener.